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PNC Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1251
IVC Wealth Advisors
Pennsylvania
$520K -$9.85K -44 -2%
MSWM
1252
McGlone Suttner Wealth Management
Wisconsin
$517K +$1.57K +7 +0.3%
MIM
1253
Merrion Investment Management
New Jersey
$517K -$28K -125 -6%
FCH
1254
Freestone Capital Holdings
Washington
$515K -$8.29K -37 -2%
CSPIA
1255
Cary Street Partners Investment Advisory
Virginia
$514K +$36.3K +162 +8%
Boston Partners
1256
Boston Partners
Massachusetts
$514K +$448K +1,999 +2,221%
TI
1257
Truepoint Inc
Ohio
$514K +$18.8K +84 +4%
MCM
1258
Mill Capital Management
North Carolina
$511K – – –
PDL
1259
Portfolio Design Labs
California
$509K -$672 -3 -0.1%
CPA
1260
Cardiff Park Advisors
California
$508K – – –
FWI
1261
Facet Wealth Inc
Maryland
$508K +$135K +604 +41%
CSIA
1262
Conrad Siegel Investment Advisors
Pennsylvania
$507K +$1.79K +8 +0.4%
AFGAS
1263
Allegiance Financial Group Advisory Services
Virginia
$507K +$19.5K +87 +4%
AWP
1264
Ascent Wealth Partners
New York
$507K – – –
CHC
1265
City Holding Co
West Virginia
$506K +$3.81K +17 +0.8%
UBG
1266
United Bank (Georgia)
Georgia
$505K -$11K -49 -2%
CA
1267
Carson Advisory
Georgia
$505K – – –
GSAM
1268
Grant Street Asset Management
Pennsylvania
$503K +$457K +2,043 New
LWM
1269
LJI Wealth Management
Indiana
$502K +$457K +2,039 New
DG
1270
DMC Group
Alabama
$502K -$79.7K -356 -15%
FFBTD
1271
First Financial Bank - Trust Division
Ohio
$501K – – –
Capstone Investment Advisors
1272
Capstone Investment Advisors
New York
$500K -$153K -683 -25%
MA
1273
Mutual Advisors
Nebraska
$500K -$266K -1,188 -37%
NWM
1274
Northwest Wealth Management
Iowa
$499K +$448 +2 +0.1%
ADL
1275
Asset Dedication LLC
California
$499K +$15.9K +71 +4%